Sage Investment Advisers’s IBM IBM Stock Holding History

Sage Investment Advisers’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77M	Sell	13,419 -114	-0.8%	-$28.7K	2.54%	10
2026 Q1	$3.29M	Sell	13,533 -313	-2%	-$84.7K	2.44%	13
2025 Q4	$4.1M	Buy	+13,846	New	+$4.15M	3.07%	4
2024 Q3	$2.89M	Buy	13,084 +1,762	+16%	+$345K	3.03%	11
2024 Q2	$1.96M	Sell	11,322 -330	-3%	-$57.3K	2.21%	16
2024 Q1	$2.23M	Sell	11,652 -300	-3%	-$54.7K	2.55%	13
2023 Q4	$1.95M	Buy	11,952 +44	+0.4%	+$6.65K	2.37%	13
2023 Q3	$1.67M	Buy	11,908 +231	+2%	+$32.9K	2.29%	17
2023 Q2	$1.56M	Buy	11,677 +147	+1%	+$19K	2.09%	19
2023 Q1	$1.51M	Buy	11,530 +1	+0%	+$134	2.02%	20
2022 Q4	$1.62M	Hold	11,529	–	–	2.32%	13
2022 Q3	$1.37M	Buy	11,529 +300	+3%	+$39.4K	2.16%	17
2022 Q2	$1.58M	Sell	11,229 -20	-0.2%	-$2.7K	2.48%	11
2022 Q1	$1.46M	Sell	11,249 -123	-1%	-$16K	1.94%	15
2021 Q4	$1.52M	Buy	+11,372	New	+$1.43M	1.96%	16

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sage Investment Advisers's IBM Position: Q2 2026 in Review

Sage Investment Advisers reduced its IBM (IBM) stake by 0.84% in Q2 2026, selling an estimated $28.7K and leaving 13,419 shares worth $3.77M. The position accounts for 2.54% of the portfolio, ranked #10.

Sage Investment Advisers first reported a position in IBM in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.1M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sage Investment Advisers held 13,419 shares of IBM worth $3.77M as of Q2 2026.
Sage Investment Advisers sold 114 IBM shares in Q2 2026, an estimated $28.7K.
IBM made up 2.54% of Sage Investment Advisers's portfolio in Q2 2026, its #10 holding.
Sage Investment Advisers first reported a position in IBM in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's IBM position peaked at $4.1M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.